Helena Jano
Ancaster,Ontario
Summary
Entrepreneurial Independent Business Owner known for launching, managing, and growing successful businesses. Possess strong skills in strategic planning, financial management, and customer relationship building. Excel in leadership, problem-solving, and adaptability, ensuring success in diverse business environments. With a background in retail branch banking and insurance. Possess strong leadership skills, business acumen, and strategic planning abilities. Demonstrates resilience and adaptability in navigating complex business environments to drive growth.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Branch Manager
Worldsource Financial Management/Gryphin
Flamborough, Ontario
08.2019 - Current
- Maintained detailed records of all compliance related activities.
- Reviewed and updated compliance documentation regularly for accuracy.
- Analyzed potential areas of risk and developed strategies to mitigate such risks.
- Maintain up-to-date knowledge of industry trends, and regulations.
Financial Advisor/Insurance Broker/President
Janoson Financial Solutions Inc
Ancaster, Ontario
04.2018 - Current
- Devise financial strategies to identify investment opportunities, analyze investment solutions, and insurance options to meet clients' needs, goals, and objectives.
- Facilitated regular client meetings to review portfolio performance and adjust strategies.
- Reviewed documents related to trusts, wills, annuities and other contracts prior to execution by client.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Developed comprehensive insurance plans tailored to individual client situations.
Branch Manager/District Project Manager
Scotiabank/Sunlife
Hamilton, Ontario
01.2012 - 04.2018
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives. Staff Training and development
- Designed sales and service strategies to improve revenue and retention.
- Developed and implemented district-wide project plans, goals and objectives.
- Lead cross-functional teams across different departments while managing expectations effectively.
- Participated in post-project reviews to determine areas of improvement for future initiatives.
Investment Specialist
Scotiabank
Hamilton, Ontario
03.2008 - 05.2012
- Analyzed investment portfolios to recommend optimal asset allocation strategies. Recommended Strategies to clients to achieve financial goals
- Developed tailored financial plans to meet individual client needs and objectives. Individualized financial planning
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
Education
Business Administration and Management
Mohawk College
Hamilton04-1995
Skills
- Business-minded individual
- Relationship management
- Project management
- Financial analysis and planning
- Sales development and training
- Relationship building and management
Certification
- Personal Financial Planning
- Branch Compliance Officer
- LLQP
Accomplishments
- Scotiabank Top Quartile Branch Manager 2013.2014.
- Sunlife top Producing Branch Manager /Top Financial Advisor 2015.2016
- investment Specialist Champion Hamilton/Niagara 2009.2011
References
References available upon request.
Timeline
Branch Manager
Worldsource Financial Management/Gryphin
08.2019 - Current
Financial Advisor/Insurance Broker/President
Janoson Financial Solutions Inc
04.2018 - Current
Branch Manager/District Project Manager
Scotiabank/Sunlife
01.2012 - 04.2018
Investment Specialist
Scotiabank
03.2008 - 05.2012
Business Administration and Management
Mohawk College
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